Dedicated financial services sales professional with over two decades of experience driving sales growth through an effective, repeatable, sales process and intellect. Experience includes soliciting employee benefits plans and building profitable investment portfolios for market-leading employers, with the last sixteen years spent at Fidelity Investments and Charles Schwab. Background includes engaging and closing at Board level with clients including IBM and Hershey Foods to closing multi-million-dollar employee benefits and equity compensation plans. Strengths include the ability to define and deliver against complex corporate requirements. Since 2009, Ive optimized investment returns for HNW clients. I have the technical financial planning ability to provide profitable holistic wealth management advice, using leading edge investment knowledge to develop highly customized solutions that fulfill client requirements and service expectations. Career highlights include development of a portfolio of >300 loyal HNW clients. Participation in successful emerging markets corporate service team at Fidelity, where I won a series of sales awards. I played a lead role in the quasi start-up with E*Trade Business Solutions Group, and also a management role at Charles Schwab Corporate and Executive Services, where I generated up to $220M a year through enterprise account wins. Over the years, Ive developed comprehensive knowledge of financial markets, products and services, but Ive also learned the importance of listening closely taking the time to develop a thoroughly researched understanding of my clients needs. Client Relationships to C-Level; engaging, closing. New Business Development; bids, proposals. Institutional Wholesaling, Financial Employee Benefits, 401(k), Equity Compensation. Wealth management and advisory, investment portfolios, HNW Clients. Team building, recruitment, coaching. 